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Dynamics 365 Implementation Portal preview

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Important

Some of the functionality described on this release plan has not yet been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy).

Note

This portal experience is in preview. Share your feedback and help us improve.

Overview

Dynamics 365 Implementation Portal is a tool to help customers and partners drive their Dynamics 365 implementations toward a successful launch. The portal provides contextual implementation guidance and risk mitigation practices for a project's different workloads and apps. You may have already used it as part of one of the FastTrack for Dynamics 365 programs, but we are now making it available as a unified self-service experience for all customers.

By onboarding a project to the implementation portal, customers will get access to direct guidance aligned with the Success-by-Design implementation framework, recommended by the FastTrack and product engineering teams.

In 2023 release wave 1, we focus on bringing value and improvements to several areas.

In project user experiences, we:

  • Simplified sign-in and onboarding experience for any user, using work or personal accounts. 
  • Improved project portfolio and summary/detail views.
  • Added ability to profile projects by products, features, and characteristics. 
  • Added new ability to consume generated implementation guidance. 

In tenant admin experiences:

  • A customer tenant administrator can onboard Dynamics 365 projects for customer engagement apps and existing finance and operations apps to the portal. New projects for finance and operations apps are automatically onboarded from Dynamics 365 Lifecycle Services. 

In project admin user experiences:

  • Project admins can onboard new project users and new project admins to the portal. 

Additional updates include:

  • As the project evolves through the phases, and products, features, or characteristics are updated, the implementation guidance is incrementally added to the context of the project.
  • Different users in the same project can customize their experience and read, pin, or dismiss guidance topics. They can set filters and use search functions to help focus their reading.

See also

Dynamics 365 Implementation Portal documentation
Microsoft Dynamics 365 Implementation Guide
Success By Design for Dynamics 365